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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2002
- Office Locations
- 1
Office Locations
About Stinson Financial Planning
Stinson Capital Management is an independent, fee-only RIA founded in 1979 and headquartered in San Mateo, CA, providing “financial concierge” wealth management for individuals and families. The firm delivers customized portfolios across public equities, fixed income, and alternatives (including private real estate, private credit, and emerging companies), alongside comprehensive planning for retirement, college, and divorce settlements (CDFA® on staff). Emphasizes responsible/ESG investing and long-tenured client relationships; custody includes Schwab.
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Owner & Executives
ROBERT KEVIN STINSON
Financial Advisor
- CRD
- #1493199
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,946,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,946,428 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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